Feng Huang Wang·2026-01-12 22:54Core Viewpoint - Nvidia and Eli Lilly announced a joint investment of $1 billion to establish a research lab in the San Francisco Bay Area over the next five years, aimed at accelerating the application of artificial intelligence in the pharmaceutical industry [1][4]. Group 1: Investment and Collaboration - The lab will be located in Silicon Valley, bringing Eli Lilly's capabilities closer to AI innovation centers, and represents a collaborative investment between the two companies [1]. - This investment exemplifies Nvidia's strategy to leverage its financial strength and foster new product markets, particularly in the AI chip sector, where it holds a dominant position [4]. - Nvidia aims to automate the drug development process significantly through AI, which is already being utilized by some companies to propose potential new drugs or compounds [4]. Group 2: Strategic Developments - Eli Lilly is increasingly relying on advanced AI models for drug design and discovery, with the goal of significantly reducing the time required for new drugs to go from development to market [4]. - Nvidia's strategy in biotechnology includes providing open-source AI models and software tools, allowing pharmaceutical companies to build their own drug development platforms based on Nvidia hardware [5]. - Nvidia also announced a series of new AI models, including an updated version to ensure that drugs designed with AI tools are synthesizable under real laboratory conditions [5]. Group 3: Future Plans - The specific location for the new facility dedicated to training AI models in the biotechnology sector will be announced in March [5]. - Nvidia is expanding its portfolio of AI models and intelligent agents for the healthcare industry, making them open-source for customization to meet individual needs [6].